Foundations Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,472 shares of DON stock, worth $283,887. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,472
Previous 5,639
2.96%
Holding current value
$283,887
Previous $279,000
1.79%
% of portfolio
0.0%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio